Barnes Pettey Financial Advisors, LLC Salesforce, Inc. Transaction History
Barnes Pettey Financial Advisors, LLC
- $128 Million
- Q1 2025
A detailed history of Barnes Pettey Financial Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Barnes Pettey Financial Advisors, LLC holds 1,690 shares of CRM stock, worth $406,461. This represents 0.36% of its overall portfolio holdings.
Number of Shares
1,690
Previous 1,710
1.17%
Holding current value
$406,461
Previous $571,000
20.67%
% of portfolio
0.36%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding CRM
# of Institutions
3,390Shares Held
759MCall Options Held
20.1MPut Options Held
16.6M-
Vanguard Group Inc Valley Forge, PA87.9MShares$21.1 Billion0.44% of portfolio
-
Black Rock Inc. New York, NY74.6MShares$17.9 Billion0.44% of portfolio
-
State Street Corp Boston, MA48.5MShares$11.7 Billion0.55% of portfolio
-
Jpmorgan Chase & CO New York, NY23.1MShares$5.56 Billion0.49% of portfolio
-
Geode Capital Management, LLC Boston, MA20.9MShares$5.02 Billion0.41% of portfolio
About Salesforce, Inc.
- Ticker CRM
- Exchange NYSE
- Sector Technology
- Industry Software—Application
- Shares Outstandng 1,000,000,000
- Market Cap $241B
- Description
- Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...